tag:blogger.com,1999:blog-5389144729834496735.post8667233726898946331..comments2024-03-17T05:15:55.634-04:00Comments on The Brooklyn Investor: Barnes & Noble (BKS)Unknownnoreply@blogger.comBlogger33125tag:blogger.com,1999:blog-5389144729834496735.post-20976215421226040752018-07-26T02:57:14.695-04:002018-07-26T02:57:14.695-04:00nice blog.
I always knew i was going to be rich. i...nice blog.<br />I always knew i was going to be rich. i don't think i ever doubted it for a minute . <a href="http://capitalstars.com/bullion-premium-mcx-tips/" rel="nofollow">mcx tips</a> Sonal Jainhttps://www.blogger.com/profile/18236588393346408413noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-10827056385023474942018-07-09T07:08:02.413-04:002018-07-09T07:08:02.413-04:00I got my ATM card already programmed and blank to ...I got my ATM card already programmed and blank to withdraw the maximum of $ 20,000 per day. I'm so happy with this because I got mine and what I used to get $ 150,000. Mr Pedro is delivering the card only to help the poor and needy, although it is illegal, but it is a good thing that it will help your financial difficulty to a change in financial level. And nobody is caught using the card because the card is well programmed and is very active. take out yours of the. Just send him an email at martinshackers22@gmail.com THIS IS 100% REAL. I AM A BENEFICIARY OF THIS. HACKER EMAIL: martinshackers22@gmail.com....martinshttps://www.blogger.com/profile/06791469132158323556noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-45834521520376647762018-05-09T13:35:43.556-04:002018-05-09T13:35:43.556-04:00No, I don't have any comments on that. There w...No, I don't have any comments on that. There were some questions about it on L's recent earnings conference call, but Tisch said all the answers are in the filings so look there.kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-51749227871354157462018-05-08T20:47:40.381-04:002018-05-08T20:47:40.381-04:00What is going on with bwp and L , bwp is going to ...What is going on with bwp and L , bwp is going to get absorbed I think at a very low price. Your thoughts?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-13265214308960863662018-04-13T01:52:19.102-04:002018-04-13T01:52:19.102-04:00Your Knowledge About Share Market is very impressi...Your Knowledge About Share Market is very impressive. I also provide<br /><a href="http://onetiponeday.com/about-us.php" rel="nofollow">Market Risk Solutions</a><br />Anonymoushttps://www.blogger.com/profile/10858015843070810492noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-34900593641500786512018-03-26T12:33:57.150-04:002018-03-26T12:33:57.150-04:00Totally unrelated to BKS but just in case you don&...Totally unrelated to BKS but just in case you don't know this fine blog, I am sending this link and the stuff on Buffett, Ackman, Theranos feels like things you've written. Cheers! http://thereformedbroker.com/2018/03/26/there-is-no-next-warren-buffett/<br /><br />Unknownhttps://www.blogger.com/profile/17278921830804884423noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-15843650604477845562018-02-06T06:57:07.886-05:002018-02-06T06:57:07.886-05:00Thanks, kk. I appreciate the insight. Will keep it...Thanks, kk. I appreciate the insight. Will keep it in mind. Big fan of your work.ajchttps://www.blogger.com/profile/07325660068790658181noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-72402548094299247622018-02-05T22:15:43.179-05:002018-02-05T22:15:43.179-05:00I just stumbled upon this blog while researching f...I just stumbled upon this blog while researching for my own article on www.thestockdork.com. I have had similar thoughts on BKS but cant get myself to pull the trigger. With the markets collapsing before my eyes it may become even more of a value stock. michael taylorhttps://www.blogger.com/profile/11351263558156262621noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-9965749836585502612018-02-05T22:15:42.619-05:002018-02-05T22:15:42.619-05:00I just stumbled upon this blog while researching f...I just stumbled upon this blog while researching for my own article on www.thestockdork.com. I have had similar thoughts on BKS but cant get myself to pull the trigger. With the markets collapsing before my eyes it may become even more of a value stock. michael taylorhttps://www.blogger.com/profile/11351263558156262621noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-77505254679240795762018-02-05T09:13:23.540-05:002018-02-05T09:13:23.540-05:00Hi, yeah, it's interesting. I don't own it...Hi, yeah, it's interesting. I don't own it, but Staley is very well-regarded. I heard that from someone who worked under him too. I just wonder how much he can actually get done. I think some thing in the UK are like Japan, so that's the only concern I would have. kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-52456172341764685632018-02-03T07:51:14.857-05:002018-02-03T07:51:14.857-05:00Off topic, but I know you've analyzed banks in...Off topic, but I know you've analyzed banks in the past and have a lot of respect Jamie Dimon. Any thoughts on Barclays and Jes Staley (ex-JP Morgan)? It currently trades at 0.47x BV and CEO Staley worked in investment banking for decades, which is apparently the part of Barclays that needs fixing. Also, he hired many of Barclay's top execs away from JP Morgan.ajchttps://www.blogger.com/profile/07325660068790658181noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-46257650194536844472018-02-01T04:36:27.467-05:002018-02-01T04:36:27.467-05:00Hey there! I know this is kinda off topic but I wa...Hey there! I know this is kinda off topic but I was wondering which blog platform are you using for this site? I'm getting fed up of Wordpress because I've had issues with hackers and I'm looking at options for another platform. I would be awesome if you could point me in the direction of a good platform. <a href="https://www.asiafundmanagers.com/indien-privatisierung-etf/" rel="nofollow">indien fonds</a><br />kristinahojholthttps://www.blogger.com/profile/03634764279298743078noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-59784091944443983532018-01-31T17:12:04.245-05:002018-01-31T17:12:04.245-05:00Although available online for over three years, Th...Although available online for over three years, The Devil Corp had yet to be challenged in a court of law and that’s an amazing fact considering the nature of the site. Is their refusal to act an admission of guilt?<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-67809836604503955372018-01-31T05:22:42.542-05:002018-01-31T05:22:42.542-05:00i am appreciated to your blog articles very good n...i am appreciated to your blog articles very good news <br /><a href="http://www.capitalaim.com" rel="nofollow">nifty Tips</a>Anonymoushttps://www.blogger.com/profile/08589532007513942265noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-29443310913639053412018-01-29T23:59:41.227-05:002018-01-29T23:59:41.227-05:00CHECK OUT NIFTY STRAP STRATEGY FOR BUDGET 2018
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For as long as Amazon has been a competitor to BKS, it seems mind boggling that the executives have not pushed for some creative strategies that differentiate from an online bookseller. <br /><br />BKS is what Best Buy and Fry’s is to Amazon, a look-see place before purchasing online. <br /><br />I really do hope mom and pop and brick and mortar places survive, but hard to fathom with the overhead expenses of lease and competitive nature of online. <br /><br />People need to socialize and hang out. We will have less and less if most of these places shutter up. Fast and furioushttps://www.blogger.com/profile/16270952705684456807noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-91617765502023474952018-01-17T11:11:03.952-05:002018-01-17T11:11:03.952-05:00Agree 100% and discuss this all the time with my f...Agree 100% and discuss this all the time with my friends. A fun game to play whenever in a BKS is guess the price gap with Amazon. It's truly remarkable, especially in the 'business' book section. It can be over 50%, sometimes even 80%! There is a small premium that I'll pay to walk out of the store with a book in hand (and support a place I like), but it's nowhere near the premium they charge. The prices often don't even compare to bn.com...perhaps it's the culture where they run their website as a separate operating unit instead of integrating the two.SpinDoctorhttp://www.stockspinoffs.comnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-86056752296824967982018-01-14T20:46:16.693-05:002018-01-14T20:46:16.693-05:00Good and fair points, but I personally wouldn'...Good and fair points, but I personally wouldn't invest with someone who bought into bitcoin. There were a lot of people that made tons of money during the internet bubble too, and they looked really smart. Some of them stayed rich. But I would not invest with them either. <br /><br />As for investing in businesses around it, that's a little bit different, like selling shovels to gold miners. And I do think of bitcoin as a currency and blockchain technology differently. <br /><br />Anyway, this is all really interesting, but I don't think value people have to do anything. A new, interesting asset class may arise, it may not. But I think value folks can do well with stocks, thank you very much! <br /><br />I think... who knows... We'll see. (but again, I don't really care. I have made my money with things I understand (even derivatives!) and am very comfortable with what I need to know before I buy into anything, and that hurdle is sometimes a little too high so I miss things but that's totally OK. I will miss this, and I will miss many, many other things too. But that's OK! <br />kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-5270816589978603142018-01-12T23:32:21.836-05:002018-01-12T23:32:21.836-05:00Great post. I sometimes wonder just how crowded th...Great post. I sometimes wonder just how crowded the long Amazon short retail trade must be in the business. It's just hard to bet against Bezos, who has a unique ability to not snob his nose at fringe ideas that have tremendous upside (for his customers' benefit) and he's experimenting all the time. It's just harder for retail to do same. I prefer to wring out retail's upside story from "undervalued" mall reits. <br /><br />Speaking of not ignoring powerful tech forces, I think one of the investors you're referring to is Bill Miller. His digital currency position went from 5 to 50% of assets. Look, i'll eat crow if he actually predicted that outcome, but assume you bought into the power of distributed trust systems (incidentally, Berkshire Hathaway's structure has been said to be based on a circle of "deserved" trust), then you might have taken a position on some estimation of odds (since probabilities can't fall very far below 0 -- in fact they can't -- any delta in true chances of adoption would make MILLER look like a genius). It's an intelligent speculation and one that he's admitted to be finding ways to trim significantly. So, I don't think we're being fair to Miller. Maybe the other guy, yeah. <br /><br />One last point. The argument that all blockchain investors have blown up.... I used to assume that. Until 2 guys that I have lots of respect for, Glenn Hutchins (co-founder of Silver Lake Partners) and Lawrency Summers (ferociously smart economist), provided their views at a Brookings event. I think the value tent can accommodate less dismissal of the subject at this point, but I may be wrong. Ben's Jaminhttps://www.blogger.com/profile/01036316291484037538noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-51173997003244174472018-01-12T13:16:51.708-05:002018-01-12T13:16:51.708-05:00Tech is not used properly in retail at all. Your ...Tech is not used properly in retail at all. Your post made me think about women's retailers and I think some of them would benefit with an in house tablet type device that could take their measurements and then visually on the tablet show suggested outfits by that particular retailer. You need to get the fashion right of course but in many cases that modest value add could lead to a much larger attachment rate in terms of accessories, etc.<br /><br />Retailers are by and large idiots, they try to compete w/AMZN on cost, so u go into a store like M for one purchase, it's empty yet a long line of 4-5 people to buy something cause M cant have too many employees on the floor, all the reminder you need to not go back unless absolutely desperate.NotATeabaggerhttps://www.blogger.com/profile/01750039064202384253noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-70226687510488583242018-01-12T11:48:31.152-05:002018-01-12T11:48:31.152-05:00Last night I was at the Apple Genius Bar and overh...Last night I was at the Apple Genius Bar and overheard a conversation between an Apple employee and customer about cryptos. The Apple employee had all sorts of advice and even mentioned a coin (Tron) that is supposed to get huge in the next two weeks. Just thought I would share because it reminded me of the 1929 shoeshine boy story. Interesting times we live in. Dochttps://www.blogger.com/profile/14925353179330391027noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-83501897169419766482018-01-11T14:24:23.805-05:002018-01-11T14:24:23.805-05:00Looks like a prime candidate when looking for a co...Looks like a prime candidate when looking for a company to short...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-66158010522580900472018-01-09T11:33:29.013-05:002018-01-09T11:33:29.013-05:00I have noticed many of the same things at BKS, and...I have noticed many of the same things at BKS, and I wonder if BKS benefits from being among the last of the big brick and mortar booksellers. I will also note that the long checkout time is pretty common at all the local bookstores, chain or not, and I admit I really don't understand why. As a prime member I use Amazon to get used versions of classic books I want to study, or the latest from authors I follow. However, I like to browse for new books, and I like physical copies of books, so I continue to visit BKS (and other bookstores, but BKS is probably 2/3 of my brick and mortar time). I even have a membership - and I'm not a joiner, but it made sense at the time. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-1343950548244840212018-01-07T18:58:01.372-05:002018-01-07T18:58:01.372-05:00I actually used BKS as my Strategic Analysis (capp...I actually used BKS as my Strategic Analysis (capping) for my MBA at the end of 2016. Interestingly, just about everything you mentioned was a big part of it. BKS is really bad at technology. They should have dumped NOOK a LONG time ago, after years of it being under restructuring and trying to get it to work, even getting a third party to run most of it its just not something that works. The sad thing is that its a very profitable company without NOOK. <br /><br />Funny enough Borders even had do it yourself search for book computers that could help you find if they had the book somewhere in the store, at a nearby store, or online to be ordered for pickup. As i said, BKS is BAD at technology. <br /><br />It really is fascinating how a company that used to be the leader in its industry at this point has a lot of options for staying relevant/profitable but just doesnt act on them despite how obvious they are and essentially lets amazon walk on top of them. Anonymoushttps://www.blogger.com/profile/01706771613739439079noreply@blogger.com